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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Providence Financial Advisors
6976
Providence Financial Advisors
Kansas
$176M +$346K +0.2% 11.4% – 65 16.92% 0.6
Stone Loft Wealth Management
6977
Stone Loft Wealth Management
Pennsylvania
$176M +$35.9M +26% 9.42% – 31 6.45% 0.4
Rainier Family Wealth
6978
Rainier Family Wealth
Washington
$176M +$26.7M +18% 14.1% – 104 12.5% 1
Millbank Dartmoor Portsmouth
6979
Millbank Dartmoor Portsmouth
North Carolina
$176M +$22M +14% 14.2% – 2 0% 0.4
Resolute Wealth Advisor
6980
Resolute Wealth Advisor
Ohio
$176M -$5.94K -0% 12.9% – 78 0% 1
MJPC
6981
Michael J. Porro & Co
New Jersey
$176M +$48.4M +38% 55.1% – 149 16.11% 0.4
Pelham Capital
6982
Pelham Capital
United Kingdom
$176M +$48M +38% 23.4% 135% 12 25% 1.7
Flavin Financial Services
6983
Flavin Financial Services
Florida
$175M +$26.9M +18% 8.94% – 86 22.09% 1.1
WPA
6984
Wealth Preservation Advisors
Tennessee
$175M +$55M +46% 14.3% – 1,041 92.03% 1.1
Capstone Capital
6985
Capstone Capital
Nevada
$175M +$19.8M +13% 11.1% 62.8% 27 22.22% 1.7
Elevate Wealth Advisory
6986
Elevate Wealth Advisory
Georgia
$175M +$16.7M +11% 8.78% 49.5% 134 11.94% 2
Buttonwood Financial Group
6987
Buttonwood Financial Group
Missouri
$175M +$12.4M +8% 16.8% 77.9% 33 9.09% 1.9
GCA
6988
Gallagher Capital Advisors
Texas
$175M +$21.4M +14% 12.6% – 76 19.74% 1
Basepoint Wealth
6989
Basepoint Wealth
Iowa
$175M -$6.73K -0% 2.61% 113% 709 20.31% 0.9
JMBA
6990
J. M. Brown & Associates
Oklahoma
$175M – – 27.2% – 167 – 0
CNO Financial Group
6991
CNO Financial Group
Indiana
$175M +$235K +0.1% 0.14% – 8 0% 1.6
Credit Capital Investments
6992
Credit Capital Investments
New Jersey
$175M +$64.5M +59% 111% 500% 49 34.69% 1.6
Pring Turner Capital Group
6993
Pring Turner Capital Group
California
$175M +$8.46M +5% 6.63% 70.8% 76 9.21% 4.8
CogentBlue Wealth Advisors
6994
CogentBlue Wealth Advisors
Tennessee
$175M +$25.8M +17% 16.3% – 108 32.41% 0.9
Hansen & Associates Financial Group
6995
Hansen & Associates Financial Group
California
$174M -$11.3M -6% 4.85% – 48 18.75% 0.7
Boyar Asset Management
6996
Boyar Asset Management
New York
$174M -$1.34M -0.8% 16.3% 75.5% 81 8.64% 7.7
SV
6997
Stilwell Value
New York
$174M +$7.5M +4% 4.01% 87.9% 26 11.54% 5.3
Alterna Wealth Management
6998
Alterna Wealth Management
Texas
$174M +$42.3M +32% 8.59% 52.9% 124 27.42% 2.5
Accelerate Investment Advisors
6999
Accelerate Investment Advisors
California
$174M +$24.4M +16% 13.5% – 156 19.23% 1.1
Patrick M. Sweeney & Associates
7000
Patrick M. Sweeney & Associates
Illinois
$174M +$18.1M +12% 15.6% 90.4% 178 11.24% 2